In this article, you will learn how to complete a checklist that's been added to a job.
Checklists is a Feature Center add-on that allows you to create customizable checklist templates to standardize your workflow and make sure nothing gets missed. Each template can include a variety of field types to capture exactly what you need, such as checkboxes, single/multi-select, pass/flag/fail, file uploads, and more.
Completing a checklist on web (desktop)
Admins or office staff can easily fill out a checklist right from the web app.
- From the web app, open the job that contains a checklist
- Select the Checklists tab
- Select the checklist you want to complete
- Complete the checklist and select Save
Completing a checklist on the mobile app
Checklists can also be filled out from the mobile app, making it easy for your techs to stay on top of things on a phone or tablet.
- From the mobile app, open the job that contains a checklist
- Scroll down and select Checklists
- Select the checklist you want to complete
- Complete the checklist and select Save
- Open the job
Sending completed checklists to clients
After completing a checklist, you can easily send the checklist to your client. Please note that checklists can only be sent when they have been completed and submitted. You will not see the option to send checklists that have not been completed or only partially completed.
To learn more about sending completed checklists, please see this article.